SL

Salomon & Ludwin Portfolio holdings

AUM $1.11B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$31.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$20.3K
2
+$10.1K
3
+$1.05K
4
CGC
Canopy Growth
CGC
+$733

Top Sells

1
+$9.68K
2
+$1.75K
3
+$108
4
LCID icon
Lucid Motors
LCID
+$22

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.85K ﹤0.01%
87
577
$4.84K ﹤0.01%
452
578
$4.71K ﹤0.01%
121
579
$4.71K ﹤0.01%
87
-2
580
$4.7K ﹤0.01%
112
581
$4.64K ﹤0.01%
103
582
$4.58K ﹤0.01%
1,013
583
$4.49K ﹤0.01%
1,007
584
$4.38K ﹤0.01%
59
585
$4.36K ﹤0.01%
133
586
$4.32K ﹤0.01%
113
587
$4.29K ﹤0.01%
284
588
$4.22K ﹤0.01%
67
589
$4.18K ﹤0.01%
72
590
$4.17K ﹤0.01%
40
591
$4.14K ﹤0.01%
111
592
$3.98K ﹤0.01%
92
593
$3.95K ﹤0.01%
42
594
$3.94K ﹤0.01%
80
595
$3.94K ﹤0.01%
102
596
$3.86K ﹤0.01%
61
597
$3.82K ﹤0.01%
126
598
$3.81K ﹤0.01%
73
599
$3.79K ﹤0.01%
71
600
$3.77K ﹤0.01%
100
22 23
24
25 26